| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 |
| | | VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Acacia Communications, Inc. | COM | 00401C108 | 33,568 | 498,035 | SH | | SOLE | | 498,035 | 0 | 0 |
| Advanced Disposal Services, In | COM | 00790X101 | 22,975 | 760,008 | SH | | SOLE | | 760,008 | 0 | 0 |
| Aimmune Therapeutics, Inc. | COM | 00900T107 | 22,520 | 653,711 | SH | | SOLE | | 653,711 | 0 | 0 |
| Akamai Technologies, Inc. | COM | 00971T101 | 1,403 | 12,690 | SH | | SOLE | | 12,690 | 0 | 0 |
| Alibaba Group Holdings, Ltd. | COM | 01609W102 | 9,977 | 33,937 | SH | | SOLE | | 33,937 | 0 | 0 |
| Alphabet, Inc. - Class C | COM | 02079K107 | 11,960 | 8,138 | SH | | SOLE | | 8,138 | 0 | 0 |
| Amazon.com, Inc. | COM | 023135106 | 16,440 | 5,221 | SH | | SOLE | | 5,221 | 0 | 0 |
| Ametek, Inc. | COM | 031100100 | 1,013 | 10,190 | SH | | SOLE | | 10,190 | 0 | 0 |
| Amphenol Corp. - Cl A | COM | 032095101 | 1,135 | 10,485 | SH | | SOLE | | 10,485 | 0 | 0 |
| Apple, Inc. | COM | 037833100 | 10,908 | 94,192 | SH | | SOLE | | 94,192 | 0 | 0 |
| Ball Corp. | COM | 058498106 | 1,587 | 19,090 | SH | | SOLE | | 19,090 | 0 | 0 |
| Bank of America Corp. | COM | 060505104 | 8,857 | 367,683 | SH | | SOLE | | 367,683 | 0 | 0 |
| Black Knight, Inc. | COM | 09215C105 | 1,966 | 22,580 | SH | | SOLE | | 22,580 | 0 | 0 |
| Boeing Co. | COM | 097023105 | 1,626 | 9,837 | SH | | SOLE | | 9,837 | 0 | 0 |
| Booking Holdings, Inc. | COM | 09857L108 | 1,360 | 795 | SH | | SOLE | | 795 | 0 | 0 |
| Bristol-Myers Squibb - CVR | COM | 110122157 | 1,227 | 545,123 | SH | | SOLE | | 545,123 | 0 | 0 |
| Central European Media Enterpr | COM | G20045202 | 13,967 | 3,333,507 | SH | | SOLE | | 3,333,507 | 0 | 0 |
| Chipotle Mexican Grill, Inc. | COM | 169656105 | 4,819 | 3,875 | SH | | SOLE | | 3,875 | 0 | 0 |
| Citigroup Inc. | COM | 172967424 | 2,496 | 57,892 | SH | | SOLE | | 57,892 | 0 | 0 |
| CoStar Group, Inc. | COM | 22160N109 | 819 | 965 | SH | | SOLE | | 965 | 0 | 0 |
| Condor Hospitality Trust, Inc. | COM | 20676Y403 | 2,241 | 855,218 | SH | | SOLE | | 855,218 | 0 | 0 |
| Copa Holdings S.A. - Cl A | COM | P31076105 | 674 | 13,385 | SH | | SOLE | | 13,385 | 0 | 0 |
| Costco Wholesale Corp. | COM | 22160K105 | 2,079 | 5,855 | SH | | SOLE | | 5,855 | 0 | 0 |
| DexCom, Inc. | COM | 252131107 | 7,589 | 18,409 | SH | | SOLE | | 18,409 | 0 | 0 |
| EOG Resources, Inc. | COM | 26875P101 | 1,408 | 39,165 | SH | | SOLE | | 39,165 | 0 | 0 |
| Edwards Lifesciences Corp. | COM | 28176E108 | 2,033 | 25,470 | SH | | SOLE | | 25,470 | 0 | 0 |
| Estee Lauder Companies - CL A | COM | 518439104 | 1,104 | 5,060 | SH | | SOLE | | 5,060 | 0 | 0 |
| Facebook, Inc. - A | COM | 30303M102 | 8,457 | 32,290 | SH | | SOLE | | 32,290 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 | 648 | 3,520 | SH | | SOLE | | 3,520 | 0 | 0 |
| Gilat Satellite Network | COM | M51474118 | 12,189 | 2,236,568 | SH | | SOLE | | 2,236,568 | 0 | 0 |
| Humana, Inc. | COM | 444859102 | 12,337 | 29,808 | SH | | SOLE | | 29,808 | 0 | 0 |
| Immunomedics | COM | 452907108 | 26,104 | 307,000 | SH | | SOLE | �� | 307,000 | 0 | 0 |
| Intuitive Surgical, Inc. | COM | 46120E602 | 4,840 | 6,821 | SH | | SOLE | | 6,821 | 0 | 0 |
| L3Harris Technologies, Inc. | COM | 502431109 | 6,551 | 38,574 | SH | | SOLE | | 38,574 | 0 | 0 |
| Las Vegas Sands Corp. | COM | 517834107 | 3,780 | 81,002 | SH | | SOLE | | 81,002 | 0 | 0 |
| Lockheed Martin Corporation | COM | 539830109 | 7,687 | 20,055 | SH | | SOLE | | 20,055 | 0 | 0 |
| MSCI, Inc. | COM | 55354G100 | 1,980 | 5,550 | SH | | SOLE | | 5,550 | 0 | 0 |
| Marriott International, Inc. | COM | 571903202 | 1,475 | 15,928 | SH | | SOLE | | 15,928 | 0 | 0 |
| Mastercard Inc. - Class A | COM | 57636Q104 | 13,375 | 39,550 | SH | | SOLE | | 39,550 | 0 | 0 |
| Mellanox Technologies, Ltd. | COM | M51363113 | 9,098 | 72,785 | SH | | SOLE | | 72,785 | 0 | 0 |
| Microsoft Corp. | COM | 594918104 | 2,943 | 13,992 | SH | | SOLE | | 13,992 | 0 | 0 |
| Momenta Pharmaceuticals, Inc. | COM | 60877T100 | 33,050 | 629,772 | SH | | SOLE | | 629,772 | 0 | 0 |
| Moodys Corp. | COM | 615369105 | 417 | 1,437 | SH | | SOLE | | 1,437 | 0 | 0 |
| NVIDIA Corp. | COM | 67066G104 | 5,592 | 10,333 | SH | | SOLE | | 10,333 | 0 | 0 |
| NXP Semiconductors NV | COM | N6596X109 | 5,364 | 42,976 | SH | | SOLE | | 42,976 | 0 | 0 |
| Netflix, Inc. | COM | 64110L106 | 366 | 731 | SH | | SOLE | | 731 | 0 | 0 |
| Nike, Inc. Class B | COM | 654106103 | 5,715 | 45,525 | SH | | SOLE | | 45,525 | 0 | 0 |
| Parker Hannifin Corp. | COM | 701094104 | 417 | 2,062 | SH | | SOLE | | 2,062 | 0 | 0 |
| PayPal Holdings, Inc. | COM | 70450Y103 | 6,854 | 34,786 | SH | | SOLE | | 34,786 | 0 | 0 |
| Pioneer Natural Resources Comp | COM | 723787107 | 3,112 | 36,191 | SH | | SOLE | | 36,191 | 0 | 0 |
| Q2 Holdings, Inc. | COM | 74736L109 | 1,546 | 16,945 | SH | | SOLE | | 16,945 | 0 | 0 |
| Quest Diagnostics, Inc. | COM | 74834L100 | 1,460 | 12,751 | SH | | SOLE | | 12,751 | 0 | 0 |
| RealPage, Inc. | COM | 75606N109 | 1,337 | 23,189 | SH | | SOLE | | 23,189 | 0 | 0 |
| SPDR Gold Shares | COM | 78463V107 | 3,610 | 20,380 | SH | | SOLE | | 20,380 | 0 | 0 |
| Salesforce.com, Inc. | COM | 79466L302 | 12,540 | 49,895 | SH | | SOLE | | 49,895 | 0 | 0 |
| Shopify, Inc. - CL A | COM | 82509L107 | 3,540 | 3,461 | SH | | SOLE | | 3,461 | 0 | 0 |
| Spirit AeroSystems Holdings, I | COM | 848574109 | 678 | 35,849 | SH | | SOLE | | 35,849 | 0 | 0 |
| Spotify Technology S.A. | COM | L8681T102 | 7,415 | 30,570 | SH | | SOLE | | 30,570 | 0 | 0 |
| Square, Inc. | COM | 852234103 | 293 | 1,805 | SH | | SOLE | | 1,805 | 0 | 0 |
| Standard AVB Financial Corp. | COM | 85303B100 | 632 | 19,366 | SH | | SOLE | | 19,366 | 0 | 0 |
| Starbucks Corp. | COM | 855244109 | 4,404 | 51,254 | SH | | SOLE | | 51,254 | 0 | 0 |
| Take-Two Interactive Software, | COM | 874054109 | 8,571 | 51,875 | SH | | SOLE | | 51,875 | 0 | 0 |
| Taubman Centers Inc. | COM | 876664103 | 16,150 | 485,142 | SH | | SOLE | | 485,142 | 0 | 0 |
| The Blackstone Group, Inc. | COM | 09260D107 | 1,357 | 25,990 | SH | | SOLE | | 25,990 | 0 | 0 |
| The Sherwin-Williams Company | COM | 824348106 | 3,942 | 5,658 | SH | | SOLE | | 5,658 | 0 | 0 |
| Tiffany & Company | COM | 886547108 | 29,570 | 255,244 | SH | | SOLE | | 255,244 | 0 | 0 |
| TransDigm Group, Inc. | COM | 893641100 | 3,047 | 6,414 | SH | | SOLE | | 6,414 | 0 | 0 |
| TransUnion | COM | 89400J107 | 1,084 | 12,885 | SH | | SOLE | | 12,885 | 0 | 0 |
| Varian Medical Systems, Inc. | COM | 92220P105 | 12,040 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
| Verisign, Inc. | COM | 92343E102 | 2,708 | 13,221 | SH | | SOLE | | 13,221 | 0 | 0 |
| Vertex Pharmaceuticals | COM | 92532F100 | 8,718 | 32,036 | SH | | SOLE | | 32,036 | 0 | 0 |
| Visa Inc. | COM | 92826C839 | 296 | 1,479 | SH | | SOLE | | 1,479 | 0 | 0 |
| Vivint Solar Inc. | COM | 92854Q106 | 2,164 | 51,088 | SH | | SOLE | | 51,088 | 0 | 0 |
| Vulcan Materials Company | COM | 929160109 | 698 | 5,151 | SH | | SOLE | | 5,151 | 0 | 0 |
| Walt Disney Company/The | COM | 254687106 | 3,874 | 31,220 | SH | | SOLE | | 31,220 | 0 | 0 |
| Willis Towers Watson PLC | COM | G96629103 | 16,958 | 81,210 | SH | | SOLE | | 81,210 | 0 | 0 |
| Wright Medical Group N.V. | COM | N96617118 | 36,589 | 1,198,075 | SH | | SOLE | | 1,198,075 | 0 | 0 |
| lululemon athletica, Inc. | COM | 550021109 | 6,022 | 18,283 | SH | | SOLE | | 18,283 | 0 | 0 |
